MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $422M
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.55M
3
+$2.47M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.11M
5
RTN
Raytheon Company
RTN
+$1.02M

Top Sells

1
+$4.8M
2
+$2.48M
3
+$2.42M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.41M
5
WBA
Walgreens Boots Alliance
WBA
+$767K

Sector Composition

1 Industrials 8.46%
2 Financials 8.2%
3 Technology 7.31%
4 Healthcare 4.9%
5 Consumer Staples 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-271
352
– –
-433
353
– –
-42
354
– –
-10
355
– –
-502
356
– –
-3
357
– –
-291
358
– –
-693
359
– –
-299
360
– –
-10,971
361
– –
0
362
– –
-1,239
363
– –
-638
364
– –
-57
365
– –
-363
366
– –
-13
367
– –
-133
368
– –
0
369
– –
0
370
– –
0
371
– –
-64
372
– –
-10
373
– –
-85
374
– –
-5
375
– –
0
12 13 14
15
16